I am having difficulty in adjusting the print locations for customer details to fit in a window faced envelope.
I found the instructions on how to modify the “plain” theme - copied it and renamed it so I could identify it as my modified theme however I am unable to find how to enable this as my default invoice theme. It appears as though there are several versions of instructions each missing a fundamental step to enable me to find what I am missing in getting this to work.
I have followed and understood all steps except for where you can set the default theme for “invoice”
I am using the latest version in Linux.
you need to set default themes for all forms separately in Form Defaults under Settings.
https://guides.manager.io/14059
Thank you Sharpdrivetek, I have found my problem - I needed to “activate” more than one theme so that a check box would appear in each invoice I was creating - it appears that it needs to be set for each invoice individually - which is OK for the small no. of invoices I have to post out to customers.
I was hoping that I could set the default theme for all invoices with out having to check a box on every invoice that I needed to post out.
Unless I am still missing something where this is possible - I can live with this limitation
this is not true. you can set a default theme for all future invoices. check the guide on Form Defaults i had linked to in my earlier reply. you need to have more than one theme activated to set a default theme, else the plain theme will appear as default.
Update - I found it
My confusion is that I first saw the check box in the individual invoices I was creating - then on re reading Sharpdrivetek advice/link - I can now see there are two places where the check box can be selected and when using form defaults - the check box does in fact apply the new theme to all invoices - sorry for the doubt and or miss-understandings - I have got it now